| Cetera Advisors LLC | 501 | $221.0K | 0.00% | +501 | New |
| Levin Capital Strategies, L.P. | 500 | $220.0K | 0.02% | +500 | New |
| Caerus Investment Advisors, LLC | 500 | $220.0K | 0.25% | +500 | New |
| Sentry Investment Management LLC | 497 | $219.0K | 0.06% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 492 | $217.0K | 0.02% | +492 | New |
| YorkBridge Wealth Partners, LLC | 491 | $216.0K | 0.05% | +491 | New |
| IFP Advisors, Inc | 487 | $215.0K | 0.00% | +30+6.6% | Added |
| Williams Jones Wealth Management, LLC. | 486 | $214.0K | 0.00% | +486 | New |
| Chicago Partners Investment Group LLC | 577 | $213.0K | 0.02% | −1−0.2% | Reduced |
| Merit Financial Group, LLC | 481 | $212.0K | 0.02% | +481 | New |
| Marco Investment Management LLC | 475 | $209.0K | 0.02% | +475 | New |
| Nwam LLC | 473 | $208.0K | 0.02% | +473 | New |
| CWM, LLC | 469 | $207.0K | 0.00% | +469 | New |
| LVW Advisors, LLC | 471 | $207.0K | 0.04% | +471 | New |
| Lake Street Financial LLC | 468 | $206.0K | 0.04% | +468 | New |
| Connecticut Wealth Management, LLC | 466 | $205.0K | 0.02% | +466 | New |
| Clarius Group, LLC | 462 | $204.0K | 0.02% | +462 | New |
| Marks Group Wealth Management, Inc | 459 | $202.0K | 0.02% | +459 | New |
| Schechter Investment Advisors, LLC | 459 | $202.0K | 0.02% | +459 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 455 | $201.0K | 0.00% | −19−4.0% | Reduced |
| Harvest Fund Management Co., Ltd | 449 | $196.0K | 0.03% | +320+248.1% | Added |
| Anchor Investment Management, LLC | 440 | $193.8K | 0.02% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 415 | $182.8K | 0.01% | −116−21.8% | Reduced |
| Central Bank & Trust Co | 395 | $174.0K | 0.03% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 384 | $170.0K | 0.01% | −13−3.3% | Reduced |
| Manchester Capital Management LLC | 375 | $165.0K | 0.02% | +30+8.7% | Added |
| Castleview Partners, LLC | 71,804 | $163.0K | 0.00% | +71,804 | New |
| Zullo Investment Group, Inc. | 350 | $154.0K | 0.08% | +350 | New |
| Carroll Financial Associates, Inc. | 327 | $143.0K | 0.01% | −8−2.4% | Reduced |
| Monetary Management Group Inc | 250 | $110.0K | 0.03% | −250−50.0% | Reduced |
| Fieldpoint Private Securities, LLC | 246 | $108.0K | 0.02% | 00.0% | Unchanged |
| Archer Investment Corp | 244 | $107.5K | 0.04% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 241 | $106.0K | 0.00% | −276−53.4% | Reduced |
| Accel Wealth Management | 240 | $106.0K | 0.05% | +200+500.0% | Added |
| Laffer Tengler Investments | 239 | $105.3K | 0.03% | +239 | New |
| NEXT Financial Group, Inc | 230 | $101.0K | 0.01% | +30+15.0% | Added |
| Peconic Partners LLC | 220 | $97.0K | 0.01% | −180−45.0% | Reduced |
| National Bank of Canada | 217 | $96.0K | 0.00% | +217 | New |
| Snowden Capital Advisors LLC | 218 | $96.0K | 0.00% | +218 | New |
| Jefferies Group LLC | 215 | $94.7K | 0.00% | +215 | New |
| Proequities, Inc. | 213 | $94.0K | 0.01% | +17+8.7% | Added |
| Tobam | 211 | $93.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 200 | $88.0K | 0.03% | 00.0% | Unchanged |
| Outfitter Financial LLC | 200 | $88.0K | 0.06% | +200 | New |
| Evermay Wealth Management LLC | 195 | $86.0K | 0.02% | −79−28.8% | Reduced |
| Deseret Mutual Benefit Administrators | 196 | $86.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 190 | $84.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 182 | $80.0K | 0.00% | +63+52.9% | Added |
| Smithfield Trust Co | 173 | $79.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 175 | $77.1K | 0.02% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 175 | $77.0K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 175 | $77.0K | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 168 | $74.0K | 0.01% | +50+42.4% | Added |
| Eagle Bay Advisors LLC | 166 | $73.0K | 0.05% | −20−10.8% | Reduced |
| Bogart Wealth, LLC | 164 | $72.0K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 157 | $69.0K | 0.01% | +7+4.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 151 | $67.0K | 0.00% | −13−7.9% | Reduced |
| Rockbridge Investment Management, LCC | 150 | $66.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 146 | $64.0K | 0.03% | −7−4.6% | Reduced |
| Gemmer Asset Management LLC | 145 | $64.0K | 0.01% | 00.0% | Unchanged |
| WD Rutherford LLC | 145 | $64.0K | 0.03% | 00.0% | Unchanged |
| Covington Capital Management | 125 | $55.0K | 0.00% | +25+25.0% | Added |
| Quadrant Capital Group LLC | 125 | $55.0K | 0.01% | +33+35.9% | Added |
| Heritage Wealth Advisors | 120 | $53.0K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 120 | $53.0K | 0.00% | 00.0% | Unchanged |
| AIA Group Ltd | 118 | $52.0K | 0.00% | +118 | New |
| Sandy Cove Advisors, LLC | 119 | $52.0K | 0.04% | +119 | New |
| Mizuho Securities Co. Ltd. | 110 | $48.0K | 0.02% | −310−73.8% | Reduced |
| Lloyd Advisory Services, LLC. | 107 | $47.0K | 0.02% | +107 | New |
| Sargent Bickham Lagudis LLC | 104 | $46.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 104 | $46.0K | 0.00% | +70+205.9% | Added |
| Leonteq Securities AG | 101 | $44.5K | 0.00% | +101 | New |
| Sutton Wealth Advisors Inc. | 100 | $44.1K | 0.01% | +5+5.3% | Added |
| FourThought Financial, LLC | 100 | $44.0K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 100 | $44.0K | 0.01% | +100 | New |
| Concord Wealth Partners | 100 | $44.0K | 0.01% | +100 | New |
| Charter Oak Capital Management, LLC | 96 | $42.0K | 0.00% | +1+1.1% | Added |
| Versant Capital Management, Inc | 95 | $42.0K | 0.01% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 95 | $41.0K | 0.01% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 94 | $41.0K | 0.00% | +94 | New |
| KB Financial Partners, LLC | 90 | $40.0K | 0.01% | +90 | New |
| Tortoise Investment Management, LLC | 88 | $39.0K | 0.01% | +88 | New |
| Pin Oak Investment Advisors Inc | 86 | $38.0K | 0.04% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 84 | $37.0K | 0.04% | +84 | New |
| Estabrook Capital Management | 82 | $36.1K | 0.01% | 00.0% | Unchanged |
| Marshall Wace, LLP | 72 | $32.0K | 0.00% | +72 | New |
| Ahl Investment Management, Inc. | 70 | $31.0K | 0.03% | +70 | New |
| Raffa Wealth Management, LLC | 69 | $30.4K | 0.01% | 00.0% | Unchanged |
| Ossiam | 67 | $30.0K | 0.00% | +41+157.7% | Added |
| Pflug Koory, LLC | 65 | $29.0K | 0.01% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 65 | $29.0K | 0.02% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 65 | $29.0K | 0.00% | +65 | New |
| Caldwell Trust Co | 65 | $28.6K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 61 | $27.0K | 0.01% | 00.0% | Unchanged |
| Cordasco Financial Network | 62 | $27.0K | 0.02% | +15+31.9% | Added |
| Parkside Financial Bank & Trust | 56 | $25.0K | 0.01% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 56 | $25.0K | 0.00% | +56 | New |
| Whittier Trust Co | 55 | $24.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 55 | $24.0K | 0.00% | +3+5.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 52 | $22.0K | 0.00% | 00.0% | Unchanged |